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iShares 5-10 Year Investment Grade Corporate Bond ETF

628 hedge funds and large institutions have $11.8B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 270 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $299K

151% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 37

65% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 164

7% more funds holding

Funds holding: 585628 (+43)

2% more funds holding in top 10

Funds holding in top 10: 5152 (+1)

1.33% more ownership

Funds ownership: 78.68%80.02% (+1.3%)

3% more capital invested

Capital invested by funds: $11.5B → $11.8B (+$290M)

Holders
628
Holders Change
+43
Holders Change %
+7.35%
% of All Funds
8.27%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.68%
New
93
Increased
270
Reduced
164
Closed
37
Calls
$1.24M
Puts
$299K
Net Calls
+$942K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
USB
576
Union Savings Bank
Connecticut
$23.2K
CSC
577
Caldwell Sutter Capital
California
$22.4K
BF
578
BOK Financial
Oklahoma
$22K -$46.6K -890 -67%
CBT
579
Crews Bank & Trust
Florida
$20.9K +$21.3K +406 New
NWMP
580
Noble Wealth Management PBC
Colorado
$20.6K +$20.9K +400 New
MIA
581
MeadowBrook Investment Advisors
Michigan
$18.8K +$13.3K +254 +231%
FF
582
Friedenthal Financial
New Jersey
$18.5K
CTA
583
Colonial Trust Advisors
South Carolina
$17K
APW
584
Aventura Private Wealth
Florida
$16.6K +$16.9K +322 New
POIA
585
Pin Oak Investment Advisors
Texas
$16K
MRP
586
Measured Risk Portfolios
California
$15.1K +$15.4K +294 New
FWM
587
FSA Wealth Management
Massachusetts
$13.3K
CAS
588
Coppell Advisory Solutions
Texas
$13K +$9.79K +187 +292%
FFA
589
Founders Financial Alliance
North Carolina
$11.3K
WWMSC
590
Wagner Wealth Management (South Carolina)
South Carolina
$11.3K +$157 +3 +1%
SAM
591
Synergy Asset Management
Washington
$10.9K +$10.6K +203 New
LIS
592
Legacy Investment Solutions
Idaho
$10.7K +$10.8K +206 New
LWMI
593
Legacy Wealth Management (Idaho)
Idaho
$10.7K +$10.8K +206 New
PA
594
PSI Advisors
Florida
$10.6K -$16.6K -317 -61%
BOJHT
595
Bank of Jackson Hole Trust
Wyoming
$9.79K +$9.95K +190 New
KFI
596
Key Financial Inc
Pennsylvania
$9.44K +$9.16K +175 +2,188%
NL
597
NEPC LLC
Massachusetts
$9.22K
CHC
598
City Holding Co
West Virginia
$8.76K
RF
599
Robinswood Financial
Washington
$8.71K
RA
600
Rise Advisors
New York
$8.5K +$105 +2 +1%

IGIB Hedge Fund Activity: Q4 2024 in Review

628 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2024, worth a combined $11.8B — up 2.5% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new IGIB positions and 37 closed out — a net gain of 56 holders — while 270 added to existing stakes and 164 trimmed.

The largest buyer was BlackRock, adding an estimated $232M. The largest seller was Prudential plc, cutting an estimated $152M.

  • 628 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2024, up from 585 in Q3 2024.
  • Funds reported $11.8B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 93 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2024 and 37 closed out, a net change of +56 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2024 was BlackRock, an estimated $232M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2024 was Prudential plc, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2024.